TAALX Mutual Fund

TAALX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
-0.27%
3 Months
-0.33%
6 Months
+2.88%
YTD
+6.16%
1 Year
+8.05%
3 Years (annualized)
+17.18%
5 Years (annualized)
+6.47%
10 Years (annualized)
+8.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TAALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+6.16%
Peer Avg (YTD)
+5.30%
vs Peers
+0.86%

TAALX Mutual Fund Performance

TAALX performance across multiple time periods: 1-month -0.27%, YTD 6.16%, 1-year 8.05%, 3-year 17.18%, 5-year 6.47%, 10-year 8.33%.

TAALX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

TAALX vs another fund shows side-by-side returns. TAALX alternatives are available in the Mutual Fund Screener.